See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,184 | $57,281+33.0% | $86,612-12.0% | $75,163+1.4% |
| Participation rate | 57.7% | 63.2%-5.5pp | 71.7%-14.0pp | 67.2%-9.5pp |
| Annual return | 8.01% | 2670.75%-2662.7pp | 591.07%-583.1pp | 160.62%-152.6pp |
| Employer contribution / active EE | $1,314 | $2,314-43.2% | $3,022-56.5% | $2,670-50.8% |
| Participant deferral / active EE | $1,648 | $3,318-50.3% | $4,438-62.9% | $4,125-60.0% |
| Admin fee / account holder | $4,758 | $4,112+15.7% | $5,614-15.3% | $5,651-15.8% |